ACV

Virtus Diversified Income & Convertible Fund
ACV

Overview Fund Activity

32 hedge funds and large institutions have $32M invested in Virtus Diversified Income & Convertible Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
32
Holders Change
+2
Holders Change %
+6.67%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$3.62M
2
Wells Fargo
2
Wells Fargo
California
$7.42M
3
SFS
3
Shaker Financial Services
Virginia
$371K
4
RJA
4
Raymond James & Associates
Florida
$1.98M
5
MP
5
McDonald Partners
Ohio
$270K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$4.18M
2
AAM
2
Advisors Asset Management
Colorado
$4.75M
3
SA
3
SFI Advisors
New Jersey
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$429K
5
UBS Group
5
UBS Group
Switzerland
$658K
Name Market Value Shares Shares
Change 		Shares
Change %
NHT
26
New Hampshire Trust
New Hampshire
$31.9K 1,650 – –
GWS
27
Glassman Wealth Services
Virginia
$28.5K 1,477 – –
FIA
28
FNY Investment Advisers
New York
$23K 1,200 +200 +20%
AIP
29
Ahrens Investment Partners
Louisiana
$17.4K 900 +900 New
SS
30
Sunbelt Securities
Texas
$12.6K 660 +660 New
MA
31
Montag & Associates
Georgia
$4.46K 229 – –
TWA
32
TCI Wealth Advisors
Arizona
$1.16K 60 – –
SA
33
SFI Advisors
New Jersey
– – -21,488 Closed
S
34
SignatureFD
Georgia
– – -2,000 Closed
HNWAG
35
High Net Worth Advisory Group
Florida
– – -1,126 Closed
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
– – -753 Closed
TRCT
37
Tower Research Capital (TRC)
New York
– – -100 Closed
SIC
38
Salem Investment Counselors
North Carolina
– – – –
CFGS
39
Concourse Financial Group Securities
Alabama
– – – –
1
2